Jason Hoody

As Head of Investment Manager Analysis at LPL Financial, Jason Hoody leads a team of analysts who rigorously reviews and provides guidance on the universe of investment-managed products, including mutual funds, separately managed accounts (SMAs), and exchange traded funds (ETFs). He’s a member of LPL Research’s Strategic & Tactical Asset Allocation Committee (STACC), and chairs the Optimum Market Portfolios (OMP) and Sustainable Investing Model Portfolio committees.

Prior to joining LPL Financial

With over 24 years of industry experience, Jason has worked for the U.S. Department of Commerce, BB&T, Dixon Hughes Goodman, KPMG, and PrimeTrust Advisors.

He became interested in international investing and wealth generation in graduate school. “I’m inspired by trying to help others gather and protect their financial assets, which can lead to transformative change.”

Education & Achievements

MS in Finance, Johns Hopkins University

MA in International Affairs, American University

BS in Political Science, Clarkson University

Chartered Financial Analyst®

CFA Certificate in ESG Investing, CFA Institute

Sustainability and Climate Risk Certificate, Global Association of Risk Professionals